Visionary Wealth Advisors Reduced Holdings in Q3 2025

Visionary Wealth Advisors

  • $1.96 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-349K
- 83.82%
$52.12 - $55.33 $18.2M - $19.3M
67.5K $3.73M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-669K
- 33.71%
$28.92 - $32.19 $19.3M - $21.5M
1.32M $42M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-328K
- 72.35%
$43.65 - $46.42 $14.3M - $15.2M
125K $5.81M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-118K
- 40.25%
$100.16 - $100.7 $11.8M - $11.8M
174K $17.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
-35.6K
- 64.17%
$164.63 - $174.58 $5.85M - $6.21M
19.8K $3.47M
RDVY
First Trust Rising Dividend Ac

ETFs
-66.6K
- 85.17%
$62.38 - $67.29 $4.15M - $4.48M
11.6K $779K
CLOI
Vaneck ETF Tr

ETFs
-77.4K
- 89.24%
$52.8 - $53.1 $4.09M - $4.11M
9.34K $495K
RLY
Ssga Active ETF Tr

ETFs
-96.3K
- 90.61%
$29.22 - $30.91 $2.81M - $2.98M
9.99K $308K
AOK
Ishares Tr Core Conservative A

ETFs
-55.5K
- 35.88%
$38.64 - $40.17 $2.15M - $2.23M
99.2K $3.99M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-40.7K
- 47.63%
$50.9 - $52.37 $2.07M - $2.13M
44.7K $2.34M
BOND
Pimco Active Bond Exchange Tra

ETFs
-17.8K
- 22.47%
$90.83 - $93.81 $1.62M - $1.67M
61.6K $5.75M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-75.5K
- 52.52%
$19.85 - $20.2 $1.5M - $1.53M
68.3K $1.37M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-15.8K
- 52.85%
$98.53 - $107.1 $1.56M - $1.7M
14.1K $1.48M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-30.6K
- 53.7%
$45.92 - $47.76 $1.4M - $1.46M
26.4K $1.25M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-16.4K
- 6.71%
N/A
227K $19.5M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-16.9K
- 89.23%
$83.08 - $100.2 $1.41M - $1.69M
2.04K $204K
VHT
Vanguard Health Care ETF

ETFs
-5.7K
- 50.23%
$239.12 - $259.95 $1.36M - $1.48M
5.64K $1.46M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-72.8K
- 41.34%
$18.93 - $19.47 $1.38M - $1.42M
103K $2M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-28.7K
- 15.27%
$47.02 - $47.71 $1.35M - $1.37M
159K $7.57M
AUSF
Global X Fds Adaptive U S Fact

ETFs
-27.2K
- 79.25%
$44.16 - $46.75 $1.2M - $1.27M
7.13K $331K
VEA
Vanguard Ftse Developed Market

ETFs
-22.8K
- 26.79%
$56.02 - $60.3 $1.28M - $1.37M
62.3K $3.73M
TIP
Ishares Tr Tips Bd ETF

ETFs
-9.77K
- 57.82%
$109.11 - $111.88 $1.07M - $1.09M
7.13K $792K
FTGC
First Trust Global Tactical CO

ETFs
-43.5K
- 84.25%
$24.67 - $26.32 $1.07M - $1.14M
8.12K $210K
IOO
Ishares Tr Global 100 ETF

ETFs
-10.5K
- 49.03%
$107.55 - $120.01 $1.13M - $1.26M
10.9K $1.31M
CSCO
Cisco Systems, Inc.

Technology
-9.41K
- 2.68%
$66.2 - $71.79 $623K - $675K
342K $23.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
-7.33K
- 13.21%
$192.76 - $203.86 $1.41M - $1.49M
48.1K $9.8M
PFE
Pfizer Inc

Healthcare
-45.1K
- 23.09%
$23.29 - $25.88 $1.05M - $1.17M
150K $3.83M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-12.4K
- 63.45%
$72.01 - $74.44 $890K - $920K
7.12K $523K
XLE
Energy Sector Spdr

ETFs
-11.6K
- 32.52%
$84.25 - $91.99 $979K - $1.07M
24.1K $2.15M
VIG
Vanguard Dividend Appreciation

ETFs
-4K
- 5.43%
N/A
69.7K $12.7M
HYG
Ishares Tr

ETFs
-8.65K
- 46.48%
$79.85 - $81.32 $691K - $703K
9.96K $808K
FTCS
First Trust Capital Strength E

ETFs
-7.82K
- 39.59%
$89.72 - $93.74 $702K - $733K
11.9K $1.12M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-5.13K
- 19.09%
$117.65 - $120.08 $604K - $616K
21.7K $2.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-11.3K
- 5.44%
$55.61 - $57.37 $628K - $648K
196K $11.2M
EFV
Msci Eafe Value ETF

ETFs
-8.71K
- 51.55%
$62.79 - $68.42 $547K - $596K
8.19K $555K
TAXF
American Centy ETF Tr Diversif

ETFs
-11.8K
- 14.32%
$48.42 - $50.27 $569K - $591K
70.3K $3.53M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.67K
- 15.32%
$546.99 - $602.2 $913K - $1.01M
9.23K $5.54M
KO
Coca Cola CO

Consumer Defensive
-180
- 0.18%
$65.67 - $71.67 $11.8K - $12.9K
101K $6.69M
SBUX
Starbucks Corp

Consumer Cyclical
-3.04K
- 10.6%
$81.9 - $96.86 $249K - $294K
25.6K $2.17M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-10.2K
- 44.54%
$49.43 - $54.52 $506K - $558K
12.7K $690K
XLP
Consumer Staples Sector Spdr

ETFs
-5.55K
- 49.79%
N/A
5.6K $425K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-28.2K
- 11.85%
$35.42 - $38.65 $998K - $1.09M
210K $7.97M
EFSC
Enterprise Financial Services Corp

Financial Services
-9.9K
- 17.08%
$53.81 - $61.68 $533K - $611K
48.1K $2.79M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-4.2K
- 14.19%
$98.52 - $103.93 $414K - $437K
25.4K $2.62M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-5.56K
- 26.95%
$78.88 - $85.2 $438K - $474K
15.1K $1.26M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-18.1K
- 10.78%
$21.77 - $22.57 $394K - $409K
150K $3.37M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-5.25K
- 14.99%
$79.89 - $83.25 $419K - $437K
29.8K $2.46M
EMR
Emerson Electric CO

Industrials
-1.86K
- 4.04%
$128.6 - $149.63 $240K - $279K
44.3K $5.81M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-13.7K
- 31.64%
$25.43 - $27.31 $350K - $375K
29.7K $810K
Activity Summary
Buys All Purchases 324 New Holdings 59 Increased Positions 265 Sells All Sells 221 Reductions 221 Sold out 0 Options Calls 0 Puts 0
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